Services
InSight offers a wide range of benefit communication services. Our services are built from the ground up to custom fit your application. We work with employees, employers, and benefit consultants.
Participant Education
Time-tested and proven educational workshops for the retirement plan industry, where plan-specific data is customized for each client. Workshops are presented on-site by experienced professionals who understand how to successfully communicate complex subject matter and inspire participants to make necessary decisions.
InSight can also provide training to employers and benefits professionals who would like to learn how to conduct investment education on their own.
Due Diligence Services
InSight provides education and training services to help fiduciaries of retirement plans (401(a), 401(k), 403(b), 457(b) plans, etc.) and non-profit organizations understand their fiduciary responsibilities. Additionally, we provide Due Diligence services that include a Fiduciary Assessment, establishing a prudent process and ongoing support.
- Conflict-free counseling for investments and retirement planning
- Employer chooses scope – ranging from guidance to specific advice
- Personalized retirement income planning, analysis and progress report
- 30, 45 or 60-minute sessions in hourly, half-day or daily blocks
RFP Services
Are you unhappy with your retirement plan’s services providers? Is it time to conduct a due diligence analysis of plan expenses?
Your days of trudging through the RFP process alone are over. For a flat fee, InSight will act as an independent, conflict-free RFP liaison. Our AIF® certified representatives will ensure all of your fiduciary bases are covered and help you find the best fit for all of your vendor needs.
Conference Speaking
Bruce Clark, DPH, formerly cofounder of the nationally acclaimed market research firms Age Wave and IPG, and Rick Rogers, benefits expert and founder of InSight Employee Benefit Communications, have teamed to offer a unique program for organizations seeking to better prepare their employees for the second half of life and retirement. For more information on Retirement Readiness 2.0, contact us
